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PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
MUNI

90 hedge funds and large institutions have $188M invested in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in 2019 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 35 increasing their positions, 19 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

500% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 2

84% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 19

11% more funds holding

Funds holding: 81 → 90 (+9)

6% more capital invested

Capital invested by funds: $178M → $188M (+$9.86M)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

1.42% less ownership

Funds ownership: 62.55% → 61.13% (-1.4%)

Holders
90
Holders Change
+9
Holders Change %
+11.11%
% of All Funds
1.95%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
12
Increased
35
Reduced
19
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LTFS
Ladenburg Thalmann Financial Services
Florida
+$2.43M
2
Morgan Stanley
Morgan Stanley
New York
+$1.45M
3
Bank of America
Bank of America
North Carolina
+$1.25M
4
RWA
Redhawk Wealth Advisors
Minnesota
+$786K
5
FM
Foster & Motley
Ohio
+$578K

Top Sellers

1
UBS Group
UBS Group
Switzerland
-$1.11M
2
SC
SouthState Corp
Florida
-$416K
3
Wells Fargo
Wells Fargo
California
-$413K
4
First Trust Advisors
First Trust Advisors
Illinois
-$397K
5
SEIA
Signature Estate & Investment Advisors
California
-$234K
Name Holding Trade Value Shares
Change 		Change in
Stake
CCP
51
Corient Capital Partners
California
$305K – – –
PCMC
52
Paragon Capital Management (Colorado)
Colorado
$293K – – –
Citadel Advisors
53
Citadel Advisors
Florida
$289K +$286K +5,260 New
CWS
54
Cypress Wealth Services
California
$285K – – –
OFG
55
Oxford Financial Group
Indiana
$283K – – –
VC
56
Vicus Capital
Pennsylvania
$281K +$279K +5,132 New
Luther King Capital Management (LKCM)
57
Luther King Capital Management (LKCM)
Texas
$266K – – –
BCA
58
Bay Colony Advisors
Massachusetts
$263K – – –
OCM
59
One Capital Management
California
$255K +$1.63K +30 +0.6%
Baird Financial Group
60
Baird Financial Group
Wisconsin
$248K – – –
SC
61
SouthState Corp
Florida
$240K -$416K -7,667 -64%
SEIA
62
Signature Estate & Investment Advisors
California
$236K -$234K -4,315 -50%
SB
63
Suntrust Banks
Georgia
$228K +$235K +4,329 New
CWM
64
Cabot Wealth Management
Massachusetts
$219K – – –
JF
65
JSF Financial
California
$219K – – –
BWM
66
BerganKDV Wealth Management
Minnesota
$207K +$60K +1,104 +41%
RMDI
67
R.M. Davis Inc
Maine
$204K +$202K +3,728 New
PP
68
PagnatoKarp Partners
Virginia
$201K +$199K +3,672 New
AWM
69
Avondale Wealth Management
Texas
$192K +$190K +3,500 New
FM
70
Family Management
New York
$184K +$183K +3,360 New
TIM
71
Tortoise Investment Management
New York
$159K – – –
PNC Financial Services Group
72
PNC Financial Services Group
Pennsylvania
$154K +$706 +13 +0.5%
GWM
73
Geneos Wealth Management
Colorado
$152K +$132K +2,427 +693%
JP Morgan Chase
74
JP Morgan Chase
New York
$143K -$226K -4,165 -61%
HNB
75
Huntington National Bank
Ohio
$140K – – –
1 2
3
4

MUNI Hedge Fund Activity: Q2 2019 in Review

90 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) for Q2 2019, worth a combined $188M — up 5.5% from $178M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new MUNI positions and 2 closed out — a net gain of 10 holders — while 35 added to existing stakes and 19 trimmed.

The largest buyer was Ladenburg Thalmann Financial Services, adding an estimated $2.43M. The largest seller was UBS Group, cutting an estimated $1.11M.

  • 90 institutional investors held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) as of Q2 2019, up from 81 in Q1 2019.
  • Funds reported $188M of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund stock for Q2 2019, up 5.5% quarter-over-quarter.
  • 12 funds opened new PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund positions in Q2 2019 and 2 closed out, a net change of +10 holders.
  • The largest PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund buyer in Q2 2019 was Ladenburg Thalmann Financial Services, an estimated $2.43M added.
  • The largest PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund seller in Q2 2019 was UBS Group, an estimated $1.11M sold.

Based on aggregated 13F filings for Q2 2019.